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Reposted 4 Days AgoSaved
In-Office
2 Locations
Senior level
Senior level
Fintech
The Wealth Management Advisor I serves as an advisor to private banking clients, managing wealth planning, investments, and risk management while ensuring high client service standards and collaborating with internal teams.
Top Skills: CRMExcelMicrosoft PowerpointMicrosoft Word
Reposted 4 Days AgoSaved
In-Office
Chicago, IL, USA
122K-262K Annually
Senior level
122K-262K Annually
Senior level
Fintech
Serve as a trusted advisor for Private Bank clients, manage client relationships, achieve wealth goals, and ensure service standards are met.
Top Skills: Crm Or Related SystemsExcelPowerPointWord
4 Days AgoSaved
In-Office
4 Locations
97K-208K Annually
Senior level
97K-208K Annually
Senior level
Fintech
The Tax Credit Lending Credit Lead manages a team overseeing complex credit transactions, assesses risk, recommends credit structures, and interacts with clients, focusing on Low Income Housing Tax Credits.
Top Skills: Financial AnalysisFinancial ModelingRisk Analysis
4 Days AgoSaved
In-Office
4 Locations
97K-208K Annually
Senior level
97K-208K Annually
Senior level
Fintech
The Senior Portfolio Manager oversees a portfolio of tax credit loans, manages portfolio risk, conducts financial analysis, ensures compliance, and mentors junior team members. This role involves client interactions and strategic project leadership.
Top Skills: Financial AnalysisLoan DocumentationPortfolio ManagementRegulatory ComplianceRisk ManagementTreasury Management
4 Days AgoSaved
In-Office
Cincinnati, OH, USA
Junior
Junior
Fintech
The Homeowners Assistant Closer prepares legal agreements, conducts document preparation, legal research, and interacts with attorneys, focusing on loss mitigation and collections processes.
Top Skills: Microsoft AccessExcelMicrosoft PowerpointMicrosoft Word
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4 Days AgoSaved
In-Office
3 Locations
97K-208K Annually
Senior level
97K-208K Annually
Senior level
Fintech
The Senior Treasury Management Product Manager will lead the development of Integrated Receivables solutions, overseeing product strategy, lifecycle management, and cross-functional collaboration to enhance customer satisfaction and meet regulatory standards.
Top Skills: APIsErp WorkflowsPaymentsTreasury Management
4 Days AgoSaved
In-Office
Springdale, OH, USA
Mid level
Mid level
Fintech
Responsible for acquiring, growing, and retaining bank customers, focusing on affluent prospects while promoting bank products and ensuring excellent service.
Top Skills: Consultative Selling SkillsInsurance LicensesSeries 6Series 63Series 65Series Sie
4 Days AgoSaved
In-Office
Cincinnati, OH, USA
Junior
Junior
Fintech
The Item Processing Specialist supports banking transaction systems, handling transaction reviews, data entry, fraud prevention, and maintaining quality standards while resolving issues and managing risks.
Top Skills: ExcelMicrosoft Office (WordOutlook)
4 Days AgoSaved
In-Office
Cincinnati, OH, USA
Junior
Junior
Fintech
Perform support functions related to check adjustments, returns, and exceptions, including research, processing, and customer service activities.
Top Skills: ExcelWindowsPowerPointWord
5 Days AgoSaved
In-Office
Charlotte, NC, USA
Expert/Leader
Expert/Leader
Fintech
The FRM Sales & Trading Director oversees client strategy and revenue growth for FX, Commodities, and Interest Rate Derivatives while leading a team.
Top Skills: Financial ModelingExcelPowerPointRisk AnalysisTrading Platforms
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